Scroll
Follow

Creating a Custom Table Form

While the form builder tool is most commonly used to gather basic information, you can also incorporate data fields that exist on a custom tab. In this tutorial, we will cover how to create a Volunteer form, but the information will be applicable to any Custom Table Form.

 

1. Review your Custom Tab

1. Review your Custom Tab

In the above example we are looking at a customized Volunteer Tab. It's important to look at your custom tab before creating your form so that you know what information you will be able to gather through your online form. If there is some information you would like to gather through your online form but do not see it as a current option on your custom tab, please request the additional data fields by submitting a support request.

It's not necessary to include all of the data fields in your online form. For example we don't want the Office Only checkboxes to appear.

 

2. Create a new form

2. Create a new form

1. Under the Setup menu, select Form Builder.

2. Click the "+" icon.

 

3. Choose a type of form

3. Choose a type of form

In this case we are creating a Volunteer form. If you are creating a form for a different custom tab, you would choose [name of custom tab] form template. Unless you have a pre-existing form that is linked to your custom data tab, you will need to start by creating a new form instead of duplicating the form.

Enter a unique form ID and choose a title for your form. Then click Create New Form.

 

4. Click the custom tab from the navigation menu

4. Click the custom tab from the navigation menu
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments